+172.7%
WMT vs NET
+36.7%
+136.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.6% | +6.0% | +3.5% |
| 7D | +8.8% | -16.4% | +25.1% | +9.4% |
| 30D | +22.9% | -25.8% | +48.8% | +24.2% |
| 3M | +16.1% | -11.5% | +27.6% | +16.3% |
| 6M | -0.5% | +18.9% | -19.4% | -1.9% |
| YTD | +16.7% | +35.2% | -18.5% | +13.8% |
| 1Y | +27.4% | +14.5% | +12.9% | +25.3% |
| 3Y | +142.9% | +313.8% | -170.9% | +120.4% |
| 5Y | +172.7% | +32.6% | +140.1% | +135.4% |
| All | +172.7% | +36.7% | +136.0% | +135.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NET wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling